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Tesla-SpaceX Merger Talk Builds Ahead of Tesla's Oct. 21 Earnings Call
Seeking Alpha asked its analysts whether Tesla should merge with SpaceX after Barclays said an all-stock deal could be announced before Tesla's annual meeting, expected by Dec. 6. No merger has been announced. Musk's "more and more overlap" remark came on Tesla's July 22 call; the next one is Oct. 21.

SpaceX caps Starlink speeds for Ukraine military use
SpaceX has capped military-grade Starlink service in Ukraine at 100 mph, Ukrainian officials say, forcing some drone missions to be canceled and causing brief connection drops during flights. The change affects control of longer-range strikes on Russian logistics and comes amid U.S. pressure on Kyiv.

SpaceX agrees to buy 800 MHz spectrum for Starlink Mobile
SpaceX has agreed to acquire Grain Management's nationwide 800 MHz spectrum portfolio, which it says will pave the way for Starlink Mobile to become a major US mobile carrier. The deal needs FCC approval, and financial terms were not disclosed.

SpaceX seeks $40B debt led by Apollo to buy Nvidia chips
SpaceX is seeking $40 billion in debt financing led by Apollo Global Management to buy Nvidia AI chips, with talks still early and a possible 2027 close. The move highlights the scale of capital required for AI infrastructure expansion across Musk's companies.

Musk Says SpaceXAI Will Become SpaceXSI After Trump's Super Intelligence Push
Elon Musk said on October 4 that SpaceXAI will be renamed SpaceXSI, adopting "SI" for super intelligence after President Trump's push to drop "AI."

SpaceX Starship Reaches Orbit for First Time on 14th Flight
SpaceX Starship reached orbit for the first time on its 14th test flight from Texas on September 28 despite an early engine shutdown. The vehicle is expected to complete six orbits over 10 hours and deploy 26 Starlink V3 satellites before Pacific splashdown.
From the feed · 59
SpaceX announced it will acquire US 800MHz low-band spectrum licenses covering up to 14MHz of paired bandwidth from Grain Management. The deal remains subject to FCC approval.
SpaceX agreed last week to buy 800 MHz spectrum for $8 billion, on top of the nearly $20 billion EchoStar spectrum deal it struck last year. Paired with FCC approval for 15,000 next-gen Starlink satellites, it's a serious bid to compete with AT&T, Verizon and T-Mobile.
Eutelsat shares rose 18% this week after Starshield limits in Ukraine drew criticism from officials. The French operator, with over 600 satellites in orbit, is viewed as Europe's primary alternative to SpaceX.
SpaceX announced Q3 earnings for October 20. Tesla's release follows on October 21.
Tesla's next-gen Roadster seats two in its Performance and Thrust versions and uses steer-by-wire, Tesla showed at its reveal at SpaceX's McGregor, Texas site. The flight-capable Rocket version seats one.
Harvard's endowment grew 27.1% in fiscal 2026 to nearly $68 billion. • $2.2 billion SpaceX stake was its largest holding • Outperformed the S&P 500's 22.3% return by 4.8 points • Strongest result since 2021
SpaceX's Falcon 9 booster B1081 is set for its 28th flight Thursday at 4:57 p.m. PDT from Vandenberg on a classified US Space Force payload. • Targeting the 228th landing on droneship Of Course I Still Love You • The 671st Falcon booster landing overall
Three Seattle-area startups made Time's Best Inventions list this year. OneCourt, Yoodli and Tin Can joined Amazon and SpaceX, while Microsoft was left off.
More than 6,000 pounds of supplies reached the ISS aboard a SpaceX Cargo Dragon. The company announced the successful delivery.
SpaceX's Dragon cargo spacecraft is approaching the International Space Station on its latest resupply mission, NASA said.
SpaceX says Starlink call centers use Grok Voice to answer 20,000 customer calls a day, resolving about 70% with no human involved. One in four sales calls ends in a purchase before the caller hangs up, it says.
SpaceX says its new Grok Voice 3.0 handles millions of conversations a day in Tesla vehicles and has class-leading latency under one second. It also says Artificial Analysis cost measurements put Grok Voice 3.0 below GPT-Live-1 and GPT-Realtime-2.1.
Ukraine says SpaceX limits are blocking drone operations for both attacks and defense as US relations deteriorate.
SpaceX is throttling Starlink service in Ukraine again as the war with Russia continues.
SpaceX overnight imposed a 100 mph (160 km/h) speed limit on moving Starlink terminals on Ukraine's StarShield military package without warning, disrupting several missions, presidential adviser Serhii Beskrestnov said.
SpaceX's Falcon 9 launch of the CRS-35 space station resupply mission lit up the sky over western North Carolina on Tuesday morning, WLOS reports. The rocket lifted off from Cape Canaveral at 6:33 a.m. EDT, and viewers across the mountains shared photos and videos of its trail.
Mistral AI said its Ministral 3 models, in 3B and 8B versions, are running in orbit on Altair-1, the first satellite of a planned 50-satellite AI constellation from Orbitworks and Loft Orbital. Loft Orbital said the satellite, launched Oct. 1 on a SpaceX rideshare, carries two NVIDIA Jetson AGX Orin modules that run the models alongside about 20 others. The company said it is evaluating NVIDIA's Space-1 and IGX Thor modules for later satellites.
SpaceX seeks FAA approval for up to 456 Starship launches and 912 landings per year at Starbase, up from the current limit of 25 launches and 50 landings. Phase 1 targets 100 launches and 200 landings annually, with Phase 2 reaching the full rate within several years.
SpaceX rocket launch lit up skies over Pennsylvania, drawing puzzled looks from residents below. Local reports confirm the streak matched a recent Falcon trajectory.
SpaceX launch produced a jellyfish-shaped exhaust cloud visible across Northeast Florida and Southeast Georgia.
SpaceX will launch 6,300 pounds of cargo to the ISS on Oct. 13. The mission carries supplies for station operations and experiments.
SpaceX Super Intelligence launched The X Subscription on Monday, bundling Grok, Grok Bot, Cursor and X Premium into five tiers that range from free to $200 a month.
NASA's SpaceX CRS-35 mission will deliver health research payloads to the ISS. The flight targets experiments on human physiology in microgravity.
SpaceX is set to launch a Dragon spacecraft on its next resupply mission to the ISS from Florida.
Cathie Wood sold SpaceX stock the same day SpaceX dropped major spectrum news, 24/7 Wall St. reports.
Elon Musk said some Grok reinforcement learning traces read like "a person undergoing torture." He added that SpaceXSI will be more careful with its training.
SpaceX targets a Tuesday launch from Florida, with sonic booms expected along the coast.
Telecom stocks in Australia and New Zealand fell after SpaceX secured spectrum rights for direct-to-cell service.
SpaceX's wireless push is creating regulatory and competitive friction for telecom operators. The move targets direct-to-device connectivity and is already drawing pushback on spectrum and licensing.
SpaceX targets CRS-35 as its next cargo resupply flight to the International Space Station. The mission will deliver experiments and provisions under NASA's ongoing contract.
Musk discussed SpaceX acquiring Cursor, citing its training data, engineering talent, and enterprise sales team as key assets for building compelling AI.
@SpaceXAI has been renamed to @SpaceXSI on X, completing the rebrand Elon Musk pledged on October 4.
SpaceXAI has reportedly been renamed to SpaceXSI, for Super Intelligence. The updated handle is now @SpaceXSI.
SpaceX launched 21 data satellites for the Space Development Agency. The batch adds to the agency's planned low-Earth orbit network for secure military data relay.
SpaceX gained FCC approval to launch 15,000 satellites for its Starlink Mobile Gen2 constellation. It is also acquiring an 800MHz low-band spectrum portfolio to close one of the last technical gaps before competing directly with AT&T, Verizon and T-Mobile.
SpaceX's satellite network expansion reportedly triggered share declines at AT&T, Verizon and T-Mobile as investors weigh direct competition in broadband. The moves reflect mounting pressure on legacy carriers from lower-cost orbital alternatives.
Verizon stock heads for its worst day since 2002 as SpaceX U.S. network plans hit telcos.
Tesla renamed its X account from Tesla AI to @TeslaSI, the first Musk company to complete the switch after the SpaceXAI-to-SpaceXSI promise.
US and European telecom stocks fell after a SpaceX spectrum deal unsettled the sector.
SpaceX landed a very big deal said to undercut Verizon, AT&T and T-Mobile in key markets. The move adds direct pressure on the carriers' spectrum and service edges.
Trump presented Elon Musk with the National Medal of Science. The award cited progress at SpaceX, Starlink, and Tesla's self-driving technology.
Starlink satellites faced conjunctions as close as tens of meters, leading SpaceX to call for improved coordination among operators in orbit. "Way too close to comfort," the company stated.
SpaceX acquired up to 14 megahertz of paired 800 MHz spectrum licenses. Pending FCC approval, the company plans to combine its satellite constellation with a terrestrial network to compete directly with T-Mobile, AT&T, and Verizon.
800 MHz spectrum acquired by SpaceX is said to enable Starlink Mobile signals that penetrate walls and obstacles for indoor coverage. The claim directly counters AT&T CEO's statement that the service won't work indoors.
SpaceXAI is donating $1.5 million in Grok tokens to Omarchy as a Founding Corporate Patron. The tokens will fund code review, bug fixes, and development on the Linux distro.
Crew-12 Dragon splashed down at 11:34 a.m. EDT, ending the NASA-SpaceX mission. The capsule returned four astronauts after 235 days in orbit.
NASA’s SpaceX Crew-12 is preparing for deorbit burn ahead of its return from the ISS. The capsule is expected to splash down off Florida’s coast in the coming days.
A 32.4-mile Brevard County pipeline cleared its final regulatory step after Florida approved the tariff for SpaceX subsidiary Coastal Connect Services. It will replace hundreds of LNG truckloads per Starship launch.
SpaceX used videos shot by passengers on a Club Med ship and a Disney cruise to map debris from an exploding Starship test flight. The company has not disclosed how often it relies on such public footage.
SpaceX Starship facilities at Cape Canaveral could receive a natural gas pipeline. The project remains in early planning stages.
Elon Musk says Tesla and SpaceX will build and operate Terafab, limiting TSMC to a rental role.
$40B in financing is reportedly being sought by SpaceX to buy Nvidia chips for AI workloads, a near-term capacity play that runs alongside Elon Musk's Terafab effort to reduce reliance on outside suppliers.
Four tech leaders are said to receive the National Medal of Science from President Trump. • Lisa Su, AMD • Elon Musk, SpaceX • Sergey Brin, Google • Jensen Huang, Nvidia
25MHz of prime spectrum heads to an FCC auction vote, a step that could open direct-to-device satellite services for SpaceX and Amazon.
SpaceX secured approval to launch and operate 15,000 next-gen satellites for Starlink Mobile. The FCC also issued a waiver allowing the company to offer wireless services via satellite without a ground-based leasing agreement.